ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 110 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $34,413,000 | +5.4% | 848,038 | +6.9% | 0.01% | 0.0% |
| Q3 2016 | $32,652,000 | +23.7% | 793,493 | +20.3% | 0.01% | +25.0% |
| Q2 2016 | $26,404,000 | +13.0% | 659,616 | +11.4% | 0.00% | 0.0% |
| Q1 2016 | $23,364,000 | +13.0% | 592,242 | +11.4% | 0.00% | +33.3% |
| Q4 2015 | $20,676,000 | +9.1% | 531,783 | +7.1% | 0.00% | 0.0% |
| Q3 2015 | $18,949,000 | +5.3% | 496,572 | +11.9% | 0.00% | 0.0% |
| Q2 2015 | $17,989,000 | +20.0% | 443,723 | +20.8% | 0.00% | +50.0% |
| Q1 2015 | $14,989,000 | +51.1% | 367,202 | +48.5% | 0.00% | 0.0% |
| Q4 2014 | $9,922,000 | +40.6% | 247,316 | +38.3% | 0.00% | +100.0% |
| Q3 2014 | $7,059,000 | +54.2% | 178,840 | +58.1% | 0.00% | 0.0% |
| Q2 2014 | $4,578,000 | +50.3% | 113,129 | +45.4% | 0.00% | 0.0% |
| Q1 2014 | $3,046,000 | +298.2% | 77,826 | +291.8% | 0.00% | – |
| Q4 2013 | $765,000 | – | 19,862 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 955,561 | $46,288,000 | 11.19% |
| ARQ WEALTH ADVISORS, LLC | 155,668 | $7,541,000 | 7.26% |
| Weaver Consulting Group | 89,157 | $4,319,000 | 2.49% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 60,126 | $2,913,000 | 2.42% |
| Aveo Capital Partners, LLC | 138,503 | $6,709,000 | 2.42% |
| Madrona Financial Services, LLC | 72,922 | $3,532,000 | 2.22% |
| MARINO, STRAM & ASSOCIATES LLC | 77,445 | $3,751,000 | 2.00% |
| Professional Financial Advisors, LLC | 31,235 | $1,484,000 | 1.38% |
| Strategic Family Wealth Counselors, L.L.C. | 43,609 | $2,112,000 | 1.18% |
| PATTON ALBERTSON MILLER GROUP, LLC | 86,002 | $4,166,000 | 1.18% |